SPDR S&P Midcap 400 ETF Trust
MDY- 交易所
- NYSE
- SEC CIK
- 0000936958
近 90 天，SPDR S&P Midcap 400 ETF Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 1,542 家機構在 13F 申報持有，市值合計 $173.3 億；沒有大師持有。
2022 年第 2 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2022/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,040
- 較 2022 年第 1 季 −41 家
- 持有股數
- 2,452 萬
- 較 2022 年第 1 季 −21.5 萬 (−0.9%)
- 總市值
- $101.5 億
- 較 2022 年第 1 季 −$19.8 億 (−16.3%)
- 新進機構
- 71
- 另有 283 家加碼
- 清倉機構
- 112
- 另有 364 家減碼
另有 20 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MDY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,542 | $173.3 億 |
| 2026 年第 1 季 | 1,455 | $153.1 億 |
| 2025 年第 4 季 | 1,438 | $153.2 億 |
| 2025 年第 3 季 | 1,369 | $150.4 億 |
| 2025 年第 2 季 | 1,351 | $142.0 億 |
| 2025 年第 1 季 | 1,361 | $133.9 億 |
| 2024 年第 4 季 | 1,409 | $150.9 億 |
| 2024 年第 3 季 | 1,319 | $140.5 億 |
| 2024 年第 2 季 | 1,293 | $131.8 億 |
| 2024 年第 1 季 | 1,297 | $139.3 億 |
| 2023 年第 4 季 | 1,235 | $138.6 億 |
| 2023 年第 3 季 | 1,159 | $125.5 億 |
| 2023 年第 2 季 | 1,155 | $118.9 億 |
| 2023 年第 1 季 | 1,137 | $113.0 億 |
| 2022 年第 4 季 | 1,147 | $110.6 億 |
| 2022 年第 3 季 | 1,052 | $95.4 億 |
| 2022 年第 2 季 | 1,040 | $101.5 億 |
| 2022 年第 1 季 | 1,101 | $122.0 億 |
| 2021 年第 4 季 | 1,126 | $136.7 億 |
| 2021 年第 3 季 | 1,023 | $123.9 億 |
| 2021 年第 2 季 | 1,037 | $128.4 億 |
| 2021 年第 1 季 | 1,026 | $122.7 億 |
2022 年第 2 季持有機構
每家機構持有 SPDR S&P Midcap 400 ETF Trust 的股數、市值與佔組合比重；股數變化跟 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 6,679 | $276.2 萬 | 0.30% | −113−1.7% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,522 | $276.1 萬 | 1.27% | −139−2.1% | 減碼 |
| Oppenheimer & Co Inc | 6,625 | $273.9 萬 | 0.06% | −67−1.0% | 減碼 |
| Apollon Wealth Management, LLC | 6,530 | $270.0 萬 | 0.22% | −33−0.5% | 減碼 |
| Ti-Trust, Inc | 6,520 | $269.6 萬 | 2.77% | +205+3.2% | 加碼 |
| CX Institutional | 6,504 | $268.9 萬 | 0.20% | +6,504 | 新進 |
| St. Johns Investment Management Company, LLC | 6,496 | $268.6 萬 | 1.71% | −10−0.2% | 減碼 |
| Bristlecone Advisors, LLC | 6,472 | $267.6 萬 | 0.33% | −110−1.7% | 減碼 |
| Highview Capital Management LLC | 6,431 | $265.9 萬 | 2.04% | +265+4.3% | 加碼 |
| Keystone Financial Group | 6,309 | $260.9 萬 | 0.52% | 00.0% | 不變 |
| Sepio Capital, LP | 6,300 | $260.5 萬 | 0.26% | 00.0% | 不變 |
| Disciplined Investments, LLC | 6,224 | $257.4 萬 | 1.16% | −239−3.7% | 減碼 |
| Northstar Asset Management LLC | 6,215 | $257.0 萬 | 0.80% | −300−4.6% | 減碼 |
| Charter Research & Investment Group, Inc. | 6,192 | $256.0 萬 | 2.33% | −67−1.1% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 6,114 | $252.8 萬 | 0.69% | +58+1.0% | 加碼 |
| Pegasus Asset Management, Inc. | 6,096 | $252.1 萬 | 1.37% | −6−0.1% | 減碼 |
| Naples Global Advisors, LLC | 6,052 | $251.1 萬 | 0.33% | 00.0% | 不變 |
| Private Trust Co NA | 5,943 | $245.7 萬 | 0.38% | +5,943 | 新進 |
| Shoker Investment Counsel, Inc. | 5,931 | $245.2 萬 | 1.30% | +59+1.0% | 加碼 |
| Matrix Asset Advisors Inc | 5,806 | $240.1 萬 | 0.37% | +27+0.5% | 加碼 |
| Hoylecohen, LLC | 5,795 | $239.6 萬 | 0.25% | −20.0% | 減碼 |
| AXA S.A. | 5,666 | $234.3 萬 | 0.01% | +600+11.8% | 加碼 |
| Whalerock Point Partners, LLC | 5,645 | $233.4 萬 | 0.99% | 00.0% | 不變 |
| CWM, LLC | 5,608 | $231.9 萬 | 0.02% | +78+1.4% | 加碼 |
| Regents of the University of California | 5,600 | $231.6 萬 | 0.46% | 00.0% | 不變 |
| Coastline Trust Co | 5,580 | $230.7 萬 | 0.34% | +130+2.4% | 加碼 |
| First Citizens Bank & Trust Co | 5,527 | $228.5 萬 | 0.08% | +11+0.2% | 加碼 |
| Sunflower Bank, N.A. | 5,479 | $226.5 萬 | 0.45% | −2,053−27.3% | 減碼 |
| Ieq Capital, LLC | 5,458 | $225.7 萬 | 0.07% | +10.0% | 加碼 |
| Baron Financial Group, LLC | 5,407 | $223.6 萬 | 1.48% | −50−0.9% | 減碼 |
| Argent Trust Co | 5,332 | $220.5 萬 | 0.15% | +135+2.6% | 加碼 |
| Summit Financial, LLC | 5,303 | $220.0 萬 | 0.21% | +342+6.9% | 加碼 |
| Sage Financial Management Group, Inc. | 5,285 | $218.5 萬 | 1.53% | −10.0% | 減碼 |
| Global Retirement Partners, LLC | 5,233 | $216.4 萬 | 0.17% | 00.0% | 不變 |
| New England Private Wealth Advisors LLC | 4,411 | $216.4 萬 | 0.40% | 00.0% | 不變 |
| Connecticut Wealth Management, LLC | 5,193 | $214.7 萬 | 0.19% | −298−5.4% | 減碼 |
| Resources Investment Advisors, LLC. | 5,097 | $210.8 萬 | 0.09% | +85+1.7% | 加碼 |
| Private Asset Management Inc | 5,068 | $209.6 萬 | 0.34% | −144−2.8% | 減碼 |
| JMG Financial Group, Ltd. | 5,043 | $208.5 萬 | 0.13% | −788−13.5% | 減碼 |
| Spinnaker Trust | 5,037 | $208.3 萬 | 0.16% | 00.0% | 不變 |
| Winthrop Advisory Group LLC | 5,012 | $208.0 萬 | 0.49% | 00.0% | 不變 |
| Eldridge Investment Advisors, Inc. | 4,968 | $205.4 萬 | 0.77% | 00.0% | 不變 |
| Gilman Hill Asset Management, LLC | 4,963 | $205.2 萬 | 0.44% | −80−1.6% | 減碼 |
| Csenge Advisory Group | 4,904 | $202.8 萬 | 0.17% | −3,757−43.4% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 4,847 | $200.4 萬 | 1.76% | −100−2.0% | 減碼 |
| Buckingham Strategic Partners | 4,818 | $199.2 萬 | 0.17% | +172+3.7% | 加碼 |
| Asset Management Group, Inc. | 4,812 | $199.0 萬 | 0.48% | +11+0.2% | 加碼 |
| West Paces Advisors Inc. | 4,787 | $197.9 萬 | 0.67% | −1,218−20.3% | 減碼 |
| ZWJ Investment Counsel Inc | 4,767 | $197.1 萬 | 0.12% | +878+22.6% | 加碼 |
| Northwest Bancshares, Inc. | 4,748 | $196.4 萬 | 0.44% | −119−2.4% | 減碼 |
| Johnson Financial Group, Inc. | 4,738 | $196.1 萬 | 0.14% | +1,820+62.4% | 加碼 |
| Wealthcare Advisory Partners LLC | 4,730 | $195.6 萬 | 0.12% | −101−2.1% | 減碼 |
| Fiduciary Trust Co | 4,727 | $195.5 萬 | 0.04% | +23+0.5% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 4,484 | $195.4 萬 | 1.17% | −10−0.2% | 減碼 |
| Wealthsource Partners, LLC | 4,706 | $194.6 萬 | 0.14% | +1,041+28.4% | 加碼 |
| TD Waterhouse Canada Inc. | 4,491 | $193.9 萬 | 0.02% | +188+4.4% | 加碼 |
| Courier Capital LLC | 4,685 | $193.7 萬 | 0.23% | 00.0% | 不變 |
| Tower View Investment Management & Research LLC | 4,636 | $191.7 萬 | 1.42% | +543+13.3% | 加碼 |
| Cullen/Frost Bankers, Inc. | 4,575 | $189.2 萬 | 0.04% | 00.0% | 不變 |
| Davidson Trust Co | 4,505 | $186.3 萬 | 1.66% | −10−0.2% | 減碼 |
| Element Pointe Advisors, LLC | 4,500 | $186.1 萬 | 0.77% | 00.0% | 不變 |
| InTrack Investment Management Inc | 4,384 | $181.3 萬 | 1.85% | +80+1.9% | 加碼 |
| Cambridge Trust Co | 4,358 | $180.2 萬 | 0.08% | −4,383−50.1% | 減碼 |
| Spectrum Management Group, LLC | 4,343 | $179.6 萬 | 0.42% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 4,327 | $178.9 萬 | 0.55% | 00.0% | 不變 |
| LeJeune Puetz Investment Counsel LLC | 4,310 | $178.2 萬 | 0.69% | 00.0% | 不變 |
| Harbor Advisory Corp | 4,248 | $175.7 萬 | 0.77% | −29−0.7% | 減碼 |
| GWM Advisors LLC | 4,248 | $175.6 萬 | 0.03% | +4,248 | 新進 |
| Cambridge Advisors Inc. | 4,245 | $175.5 萬 | 0.48% | −61−1.4% | 減碼 |
| Revolve Wealth Partners, LLC | 4,239 | $175.3 萬 | 0.58% | +342+8.8% | 加碼 |
| Keeley-Teton Advisors, LLC | 4,234 | $175.1 萬 | 0.22% | −19−0.4% | 減碼 |
| Salem Investment Counselors Inc | 4,197 | $173.9 萬 | 0.08% | 00.0% | 不變 |
| Merit Financial Group, LLC | 4,202 | $173.7 萬 | 0.06% | +797+23.4% | 加碼 |
| Wade G W & Inc | 4,179 | $172.8 萬 | 0.08% | −36−0.9% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 4,153 | $171.7 萬 | 0.56% | −28−0.7% | 減碼 |
| B. Riley Wealth Management, Inc. | 4,139 | $171.1 萬 | 0.16% | −204−4.7% | 減碼 |
| Northern Oak Wealth Management Inc | 4,120 | $170.4 萬 | 0.24% | −50−1.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 4,090 | $169.1 萬 | 0.06% | +365+9.8% | 加碼 |
| Umb Bank N A | 4,085 | $168.9 萬 | 0.03% | 00.0% | 不變 |
| Signature Securities Group Corporation | 4,068 | $168.7 萬 | 0.62% | +19+0.5% | 加碼 |
| Walleye Trading LLC | 4,064 | $168.0 萬 | 0.04% | +1,000+32.6% | 加碼 |
| Sovereign Financial Group, Inc. | 4,058 | $167.8 萬 | 0.66% | +89+2.2% | 加碼 |
| Penobscot Investment Management Company, Inc. | 4,042 | $167.1 萬 | 0.29% | −80−1.9% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,030 | $166.6 萬 | 0.02% | +322+8.7% | 加碼 |
| Brookstone Capital Management | 3,932 | $166.5 萬 | 0.04% | +2,388+154.7% | 加碼 |
| Focus Financial Network, Inc. | 3,986 | $165.4 萬 | 0.14% | +30+0.8% | 加碼 |
| Darrow Company, Inc. | 3,983 | $164.7 萬 | 1.63% | −15−0.4% | 減碼 |
| EP Wealth Advisors, LLC | 3,977 | $164.4 萬 | 0.04% | −34−0.8% | 減碼 |
| Avantax Planning Partners, Inc. | 3,970 | $164.2 萬 | 0.07% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 3,921 | $162.1 萬 | 0.13% | +163+4.3% | 加碼 |
| CAPROCK Group, Inc. | 3,896 | $161.8 萬 | 0.16% | +10.0% | 加碼 |
| Leavell Investment Management, Inc. | 3,875 | $160.8 萬 | 0.12% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 3,857 | $159.5 萬 | 0.14% | −94−2.4% | 減碼 |
| XML Financial, LLC | 3,852 | $159.3 萬 | 0.36% | +48+1.3% | 加碼 |
| Lowe Wealth Advisors, LLC | 3,840 | $158.8 萬 | 0.87% | −189−4.7% | 減碼 |
| Intelligent Financial Strategies | 3,838 | $158.7 萬 | 1.61% | 00.0% | 不變 |
| Kelman-Lazarov, Inc. | 3,821 | $158.0 萬 | 0.53% | −106−2.7% | 減碼 |
| Jordan Park Group LLC | 3,810 | $157.5 萬 | 0.15% | +3,810 | 新進 |
| Clientfirst Wealth Management, LLC | 3,789 | $156.7 萬 | 2.38% | 00.0% | 不變 |
| Element Wealth, LLC | 3,772 | $156.0 萬 | 1.55% | −14−0.4% | 減碼 |